Neontra protects your data with bank-level security.
We never store your sensitive data, including passwords or account numbers.
Neontra technology is trusted by our client firms, who are regulated and authorized by IIROC (Canada), SEC (US), FCA (UK) and ESMA (EU). Neontra technology has processed more than 200 million trades since 2013.
Start planning for a better future today.
Understanding your finances is key to financial wellness. Neontra gives you an in-depth understanding of your money.
See all of your data in one place.
Learn how you spend and save your money.
Know your true Net Worth.
Forecast your future - see what your future looks like 5, 10, or 30 years from now.
Give your finances a check-up with the Neontra Healthcheck - a simple scorecard that evaluates your financial health.
The Healthcheck looks at your expenses, savings, emergency funds, investments, debt and credit cards, and scores you out of 100.
It also provides actionable insights to help you improve.
Neontra identifies all your non-essential spending and its impact.
Determine the best ways to reduce non-essential spend.
See where you can save more money.
People who create and maintain a budget are more likely to reach financial goals.
Neontra does most of the work - setting up a budget is quick and easy.
Monitor your spending progress relative to budget targets.
We help you stay on track by notifying you when you are approaching, or have exceeded, a target.
Keeping track of all your debt can be difficult and confusing. See your consolidated debt, across all debt types.
See your available credit across all credit cards
Neontra will tell if you have too much debt, relative to your other financial assets.
Neontra gives you the tool to build a plan for the future.
Cash Flow - track where your money comes from, and how you spend it.
Budget - control your spending
Goals - set goals for the future, and track your progress over time.
Forecast Your Future - see what your financial future looks like 5, 10, or 25 years from now.
Your ratio of expenses vs income
Your ratio of monthly savings vs monthly income
A measure of your available credit
How long your savings could sustain your lifestyle
A ratio of your debt to assets
A measure of your portfolio diversity
Neontra auto-categorizes your transactions so you can quickly see where your money goes.
See how much you have earned and spent in a specified time frame.
Manage complex transactions — splits, recurring, scheduled.
View your cash flow bi-weekly, by month, by quarter or by year.
Go back in time to view your historical data, including trends and analysis.
Visualize your cash flow in our powerful, informative charts.
Analyze your cash flow cumulatively over time, per period, or by type (Essential / Non-Essential / Debt / Savings).
View patterns in the past and how they project into the future.
Neontra’s proprietary AI analyzes your financial data and then creates
insights and analyses that are personalized for you.
We call them NEOs.
Forecasts predict your income and spending based on past behaviour.
Forecast predicts your Net Worth in the future.
If you disagree with a Neontra forecast, simply create your own.
Where you will stand at the end of the month/quarter/year or 30 years into the future.
Define min and max growth rates.
Test pay-off scenarios to learn the best way to manage debt over time.
Neontra makes it easy to create and manage a budget,
you can spend less time worrying about your money.
Set budget targets per category, or use the target forecasted by Neontra based on your past behaviour.
We help you stay on track and monitor your spending progress relative to targets.
View your budget performance bi-weekly, by month, by quarter or by year.
Learn from the past and go back in time to view your past budget performance.
Our free budget tracker & planner
helps you start building a better future today.
Set goals and track your progress over time.
Measure your performance over time.
Forecast growth scenarios.
Build and test your strategies with a fully-functional trading simulator, including stocks, metals, crypto and FX.
Take your first steps into the investment world without risking losing any money.
Monitor thousands of stocks, funds, ETFs and currencies.
Market news to help you research the markets.
Technical analysis with advanced charting to monitor, plot and study market trends.
Customize watch lists to help you follow the markets — news, quotes, charts and corporate actions.
Learn to invest risk-free.
See all your spending visualized by day, week and month with one tap
View credit card transactions across all your cards in one place
Identify time-based trends and patterns in your spending
The route to a happy, secure financial future is hard to navigate.
Neontra can help guide you there.